How to Copy Multiple Budget Requests Between Versions in Hyperion

How to Copy Multiple Budget Requests Between Versions in Hyperion

By Department of Finance

Target Audience: All department budget analysts with access to the Hyperion Planning Application.

Purpose: Provides instructions for (1) copying multiple specific budget requests (BRs) of the same BR type and (2) copying all BRs of the same BR type from one version to another version at the same time in the Hyperion Planning Application.

General Information: BRs in Hyperion may be copied from one version to another version.

A common reason to copy BRs is for a department to submit BRs to the Department of Finance(DOF) for review. After completion of a BR in Hyperion, department staff can copy from a Department Working version into an Exchange version for DOF to review.

Step 1: Click on the CalPLAN button. A new tab will open.

Step 2: Navigate to My Task List → Select the Budget BR Type or Capital BR Type.

Step 3: On the BR listing page, select the point of view (POV)—Version and BU of the BRs you want to view. Then select the “GO” arrow () to proceed. From this page, you can view the new Copy BR column.

If utilizing the copying of multiple specific BRs of the same BR type, then proceed to Step 4.

If utilizing the copying of all BRs of the same BR type, then proceed to Step 6B.

Step 4: Select the BRs to copy by utilizing the drop down list under the “Copy BR” column and selecting “Yes”.

Step 5: Select Save. The selected BRs will change from a yellow background to white background color if the save function is successful.

Step 6A: Right click on the form to open the option menu and select the “Copy Selected BRs by BR Type” option.

Step 6B: Right click on the form to open the option menu and select the “Copy All BRs by BR Type” option.

Step 7: A pop-up prompt will open. The Source Version the BR is to be copied from should already be prepopulated with the version selected in Step 3.

Step 8: Select a Target Version the BR is to be copied to, using the button to the right. Another pop-up prompt will open.

Step 9: Proceed to select the Target Version using the “Add” blue arrows and click OK.

Step 10: When all parameters have been selected, click Launch. A prompt will pop-up confirming your copy job has successfully copied and the “Copy BR” column should be cleared of any previous selections saved.

Step 11: On the BR Listing page, select the POV version the BRs were copied to (selected in Step8) and BU, then select the “GO” arrow to proceed.

Congratulations. You have successfully copied multiple BRs from one version to another version at the same time.

Who to Contact for Questions/Problems:

Technical/System questions:

Contact the FI$Cal Service Center (FSC)

▫  Phone: 1-855-FISCAL0 (1-855-347-2250) (Toll Free)

▫  E-mail:

Business/Process questions:

Contact your Department of Finance budget analyst.

How to Copy Multiple Budget Request Between Versions - Department Version

Revised 7/21/2017 Page 6 of 6